To The Moon

$Soluna Holdings, Inc.(SLNH)$ PERSPEZ Research thinks $Microsoft(MSFT)$  is either partnering with Soluna or becoming a tenant there. More details should follow.

Treasury announced an upscaled buyback operation for longer-term debt, which is sending yields lower and offering some temporary relief on interest rates. That should benefit stocks, since higher yields were the primary reason for the selloff. $Microsoft(MSFT)$  $Amazon.com(AMZN)$  $iShares Semiconductor ETF(SOXX)$  $Alphabet(GOOGL)$  $iShares Expanded Tech-Software Sector ETF(IGV)$ 

$Tesla Motors(TSLA)$ With the 500 semi sale to Sweden, Tesla's value should go up to 15 trillion or maybe 20. I wonder what would happen if it sold 1,500 Cyber Trucks to Afghanistan.

$Microsoft(MSFT)$ Institutional whales are bidding up the tape aggressively right at the open. A large $5.7 million premium just hit the ask on the Sep. 25 $530 calls. Smart money is locking in 46 DTE positions, betting on a strong upside continuation beyond this week. With overall positive net premiums surging past $35 million, institutional call flow is fueling this early rally. Check my profile for the institutional levels I'm watching.

$SpaceX(SPCX)$ Wondering if there might be a Starlink on iPhone 18 Pro announcement sometime soon. $Apple(AAPL)$ 

$Apple(AAPL)$ Three reasons I'm still looking at AAPL on this pullback. The iPhone is still the core of the business and it's performing well. The iPhone 17 is driving a solid renewal cycle and helping Apple put up some of the best year-over-year revenue growth it's seen in a while. With the right tweaks and features, Apple can still convince millions to upgrade or switch over. There's also talk of a foldable iPhone in the works, which could open up a meaningful new segment given how well some foldables have done elsewhere. The installed base hit a new high across all categories and geographies in the third quarter. Around 2.5 billion active devices is a massive ecosystem, and under a new CEO I'd expect a stronger push to monetize it. That co

$UiPath(PATH)$ Bought longer dated calls past earnings. $ServiceNow(NOW)$  $Microsoft(MSFT)$  $Salesforce.com(CRM)$ 

$Apple(AAPL)$ They had a good earnings report. A 9% drop after that doesn't really make sense, and it's surprising not to see it move up following that kind of result.

$Apple(AAPL)$ The same signal that triggered the 2017 and 2021 crypto bull run is back. ISM just hit 55.6, the highest level since 2022. ISM above 51 signals a growing economy, improving liquidity, and stronger risk appetite. Every time ISM has held above 55, altcoins have gone parabolic. If history repeats, altseason could already be loading for 2027.

$Apple(AAPL)$ Gene Munster thinks the outlook for Apple isn't as bleak as it seems. The company posted a double beat in the third quarter, including record iPhone revenue. He mentioned in a blog post that the September outlook wasn't as grim as it appeared. I could see this rallying to $325 going forward.